Entrepreneurial families
Senior managers and wealthy private clients
Retired Private Individuals

For you and your wealth: intergenerational, comprehensive, and structured

As a family with substantial or complex assets, you are looking for professional guidance and support in a range of areas. It may not make sense to have your own family office, but you would still like someone to share the burden. Structuring, managing, monitoring, and transferring your family’s wealth over a number of generations is challenging and time-consuming. You want to make succession arrangements for both your company and your private wealth at an early stage so that they can be phased in over time. International tax and inheritance law issues need to be thoroughly clarified and the relevant documents drawn up. You are looking for an independent, expert advisor to assist you with transactions. Every one of these areas demands extensive knowledge and experience – we have both.